44,186 Shares in Fiserv, Inc. $FISV Purchased by Oak Family Advisors LLC

Oak Family Advisors LLC acquired a new position in Fiserv, Inc. (NASDAQ:FISV) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 44,186 shares of the business services provider’s stock, valued at approximately $2,968,000.

Other hedge funds have also recently bought and sold shares of the company. Redmont Wealth Advisors LLC purchased a new stake in Fiserv in the 3rd quarter worth about $30,000. Westfuller Advisors LLC purchased a new stake in Fiserv in the 3rd quarter worth about $36,000. WFA of San Diego LLC purchased a new stake in Fiserv in the 2nd quarter worth about $55,000. Oakworth Capital Inc. acquired a new position in Fiserv in the 4th quarter worth about $25,000. Finally, American National Bank & Trust acquired a new position in Fiserv in the 4th quarter worth about $27,000. 90.98% of the stock is owned by hedge funds and other institutional investors.

Fiserv Stock Performance

Shares of NASDAQ FISV opened at $56.81 on Friday. The company has a debt-to-equity ratio of 1.06, a quick ratio of 1.03 and a current ratio of 1.06. The firm has a market cap of $30.33 billion, a price-to-earnings ratio of 9.63, a P/E/G ratio of 1.74 and a beta of 0.84. The business’s 50-day simple moving average is $59.09 and its 200-day simple moving average is $65.65. Fiserv, Inc. has a 52 week low of $52.91 and a 52 week high of $191.91.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings data on Tuesday, May 5th. The business services provider reported $1.79 EPS for the quarter, beating analysts’ consensus estimates of $1.57 by $0.22. The business had revenue of $4.68 billion for the quarter, compared to analyst estimates of $4.73 billion. Fiserv had a return on equity of 17.46% and a net margin of 15.17%.The company’s quarterly revenue was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, equities research analysts expect that Fiserv, Inc. will post 8.13 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

FISV has been the topic of several research reports. UBS Group set a $65.00 target price on Fiserv and gave the stock a “neutral” rating in a research report on Wednesday. Mizuho dropped their target price on Fiserv from $100.00 to $90.00 and set an “outperform” rating on the stock in a research report on Wednesday. BMO Capital Markets initiated coverage on Fiserv in a research report on Tuesday, April 21st. They issued a “market perform” rating and a $65.00 target price on the stock. Wells Fargo & Company dropped their target price on Fiserv from $72.00 to $62.00 and set an “equal weight” rating on the stock in a research report on Friday, March 27th. Finally, Morgan Stanley dropped their target price on Fiserv from $81.00 to $64.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 28th. Eight investment analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $87.48.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: New Brazil Clover manufacturing facility should support Clover hardware production, strengthen regional supply chain and reinforce growth focus in Latin America, a tangible execution item that underpins longer-term revenue opportunities. Fiserv Expands Global Manufacturing Footprint with New Clover Facility in Brazil
• Neutral Sentiment: Management calls this year a “transition year” — CEO cited new executive hires and cost cuts intended to revive growth; signals of restructuring and product rollout (Experience Digital, CashFlow Central) mean near-term pain but a plan for later recovery. Fiserv moves through ‘transition year’
• Neutral Sentiment: Investor/analyst commentary includes mixed takes — Mizuho cut its price target (still “outperform”), reflecting lower near-term conviction but retaining upside under its thesis. Benzinga coverage
• Neutral Sentiment: Michael Burry / market commentary comparing Fiserv to PayPal drew attention but is ambiguous for FISV’s near-term momentum — useful for sentiment but not a direct catalyst. Michael Burry says PYPL is cheap next to FISV…
• Negative Sentiment: Q1 results: EPS beat but revenue declined year-over-year and net income fell — the mismatch between EPS outperformance and weaker revenue triggered concern about growth sustainability. Fiserv (FISV) Is Down 7.0% After Softer Q1 Earnings
• Negative Sentiment: Analysts have cut forecasts and price targets after Q1: several firms lowered targets or ratings (BMO cut to Hold and $55 PT; B. Riley trimmed its PT; others reduced forecasts), increasing near-term selling pressure and headline risk. These Analysts Slash Their Forecasts On Fiserv After Q1 Results

Fiserv Company Profile

Fiserv, Inc, founded in 1984 and headquartered in Brookfield, Wisconsin, is a global provider of financial services technology. The company develops and delivers integrated solutions for payments, processing, risk and compliance, customer and channel management, and business insights and optimization. Serving thousands of clients, Fiserv supports banks, credit unions, securities broker-dealers, leasing and finance companies, and retailers.

Fiserv’s core offerings include account processing systems that automate deposit, lending and transaction processing for financial institutions, as well as digital banking platforms that enable mobile and online banking services.